Angela Bayliss · Senior Solution Architect · Silver Crown

as an admin- go into setup-user roles-manage roles. Under whatever role your sales are using, open the role up- go to the permissions-transaction tab, and add whatever transactions you would like them to be able to see-

I was able to pull this exact information, using a search instead of a report- The search function allows you to pull customer info by the last transaction date, filtering by the last transaction date. It also allowed me to set the returning information (criteria) quite easily.

Ahhh, now I'm with you. I don't think this is supported. Right now, you can have a bar code for the item, and can include the name, part number etc, on the item label along with the bar code. You can also use the bar codes on transactions, to assist in autopopulating fulfillments and receipts. I think what you are asking…

I just bit the bullet and upgraded to advanced inventory. One barcode is available? We need multiple barcodes for PO# and Part #, etc. Isn't this is a simple fix? Add a font like helvetica, arial, etc with the barcode formats? One bar code that you have no control over is useless. Did I just waste a few thousand dollars or…

I don't thin he is saying that the current barcodes don't function, I think he is saying that other fields may be printed as embedded barcodes. Very different.

Hi Earl, I have been watching your posts with interest. You seem very motivated in your work towards networking and providing a lead in collaborating for NS users. I have been asked why I am not working with you, so I feel I should answer. As many know, I have also been pushing for this exact concept. However, I would like…

Krish has the right idea-but another idea to look for is this-do any of your inactive employees still have access defined on their employee record? I've found that sometimes people think that inactivating a record removes access- this is not actually the case.;)

gold stars for Matt. :cool: nice......

I would agree with Angela, payroll, taxes and all cases related to accounting matters are to be taken lightly. Kind Regards - James Dantow, Mgr of Support Mr Dantow, Please tell me this is a typo. :confused:

Okay.....too much starbucks. A big typo....brain thought the word "not" was also in the sentence. It should read, "I would agree with Angela, payroll, taxes and all cases related to accounting matters are not to be taken lightly". Karen our Payroll Team Lead is following up with Tom this am. Sorry about this.... :o James I…

Sooner or later, the IRS would have notified me that I had not deposited enough payroll taxes to cover the tax liabilities shown on the 941 forms since the 941 forms as generated by Netsuite would have shown that more social security and Medicare taxes were due than actually were. Or course, by the time I had manually…

Thats an odd setup. Multiple accounts payable ledger. Will create all sorts of workflow issues. Like the one you are mentioning. Why not use one ledger and separate by accounting segment such as location or dept(division). I am assuming of course that these are not separate organizations and divisions in the true sense. I…

A cash sale by definition is a transaction where payment is made immediately, an all-in-one transaction. Think of it as a 'retail sale' - a cup of coffee at the local starbucks. Inventory leaves and revenue is made, without the steps of shipping. However, the cash sale has impacts. Think of it this way-the cash sale is…

I always look at which record has the most information, and instead of deleting the duplicate, I choose 'merge duplicate into master record'. This way, nothing is lost.

The field mapping seems to have gone haywire lately. I have seen several cases where this has caused a lot of frustration. Let us know how this is resolved, if you wouldn't mind.

Thanks Brion, it's good to hear when things go well. I don't totally understand your second question. I don't think you can update the quantity on hand once the item was created. If the wholesale and retail items are different items, you can use separate units of measure, but as I say I'm not sure what problem you are…

I feel like a new dad.....................My first Import.....lol all together now, Say "ahhhhhhhhhhhhh" Thank's John :) Oh your going to fit right in in this UG.....lol

did you clear the employee out of any round robin assignments in SFA they might be a part of?

There is an ODBC guide available in help. It lists all of the tables, you can find a wealth of knowledge in them. I would suggest that you remove all automatic links upon the beginning, and link them yourself. Stick with _id links only, and pay careful attention to things like name_id, the name id for an item may be…

Um, jack, one simple question...do you have the advanced analytics module? If you are unsure, and are an admin, you can easily tell- go to your home page on NS, scroll down to the lower left corner. You should see some choices- install outlook integration, etc. If you see a choice that says something like "install ODBC…

how do you export sales order (one or multiple S.O) into an excel file. An actual sales order itself? or a list of them? The sales orders (and other forms) are either pdf or html. A report of them, with specific criteria listed, can be exported into excel.

odbc I know. Web services are still some sort of weird foreign launguage that I have not yet had time to learn. Can't help you with it. I am sure someone else in here can step up. Sorry about that.

Your not missing something- my mistake, I understodd you to mean you wanted to upload contact information and leads. THose can be imported. Sorry to say that I dont think pending activities and calander items can be brought in on csv.

We also used goldmine, and migrated into NS. I was able to import all contacts and leads relatively easily- once you get the csv template down, its a breeze. If you want something more automated, look into a suitescript. We are currently developing a script that will allow one of our software programs that monitors call…

what you choose to list them as will depend upon what the names are used for. If they are contacts- you can import them without associating a company to them. These can be imported via csv, using the contacts template. I do not believe you can import a list into other names.

Down here in Florida for about 90 minutes. Came back up suddenly. No changes, no changes to fix. Says DNS settings are incorrect..... Weird. Are the NS gods angry? ~angela

WOW! They are coming back online faster than ever! I'm watching them come back online as quickly as they went down. Thank you, NS Gods!!!!!! ~angela

na3 data center seems to be working. Still having issues with the other two. Thanks for the information Robert. We want those NS gods happy! ~angela

I'm seeing this in multiple accounts. What is recommended? File a case? ~angela

Awesome! It looks like it's coming online across the board now. All reports have updated that they can get in. Thanks for the update. Much appreciated! ~angela